Knowledge Base
Your search for returned 81 results across 9 page(s). Search Category: Maintenance. Software Version: All Versions.
| Manage And Assign Practice Resources If you have resources in your practice that are limited, you can add them to i-Clarity so that they can be assigned to an appointment. The colour of the appointment will change to reflect that the resource will be in use, so others are aware not to book another appointment at the same time with the same resource. Examples of could be if you only have one coloured overlay set, or one disabled parking space:
In the resources tab in the maintenance module, fill in the boxes at the bottom from left to right.
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| Cancellation Reasons This is where you can populate reasons a patient record may be cancelled. A cancelled patient’s record will not allow any appointments to be booked, no transactions to go through, and no communications to be sent.
Go to the cancellation reasons tab in the maintenance module and fill in the boxes at the bottom of the page from left to right.
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| Add a new GP In the maintenance module, go to the GP tab.
This is where you can populate the Genreral Practitioner’s in your area that can then be added to a patient’s file, i-Clarity will then use this to fill in NHS forms etc.
Fill in the GP’s detail in the boxes at the bottom of the page.
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| Allow users to edit GPs without maintenance access You can allow users to modify GP records even if they do not have maintenance access. To enable this, navigate to the 'Misc.' tab in maintenance and locate the checkbox “Allow users to modify GP records”.
If this is checked then users will be able to modify the details of a GP for all patients assigned to that GP from a patient’s record.... Maintenance - i-Clarity |
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| Replacing GPs when a GP retires or leaves a practice In order to keep your GP list tidy, when a GP retired or leaves a practice, we suggest that you use the spreadsheet function in the GP tab in maintenance to replace the GP with another GP at the practice.
Navigate to the 'GP' tab in the maintenance module.
Click on the Create GP spreadsheet button. This will open a new window... Maintenance - i-Clarity |
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| Add college or school details In the maintenance module, go to the Colleges tab. This is where you can add the colleges that are local to your practice to add to patients files. i-Clarity will use this to fill in NHS form etc.
Fill in the college information into the boxes at the bottom of the page.
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| Allow users to edit colleges or schools without maintenance access You can allow users to modify college records even if they do not have maintenance access. To enable this, navigate to the 'Misc.' tab in Maintenance and tick the “Allow users to modify college records” checkbox.
If this is checked then users will be able to modify the details of a college for all patients assigned to that college from a patient’s record.... Maintenance - i-Clarity |
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| Adding Corporate Company Details When someone else is paying for services or products on behalf of the patient, the balance is cleared off the patient’s record as they do not owe any money. The balance to be paid goes into the deferred payments module, so that you can track what is owed.
Payments due for GOS forms on the NHS are already set up to go to deferred payments, but you may have other third party payers such as eden red, or a local company that uses your services for their employees.
You can add the details of any corporate clients that you use for their eye care, and third party national corporate schemes. This can then be added to a patient’s record and when a corporate fee goes through the till the fee will go into the correct corporate file in deferred payments. You can also use a corporate to automatically pay a product off into the correct deferred payment folder. E.g. you can have an Eden Red eye exam fee and when this is selected it will not go through to the till page, ... Maintenance - i-Clarity |
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| Adding Patient Sources This is where you can add options of how your patients may have heard of you and add it to their record. This list is also used in the attendance reason drop down list when you are booking appointments. This is useful for recording how successful marketing campaigns are or how many patients have been recommended to your practice using the reports in i-Clarity.
Go to the 'Patient Sources' tab in the maintenance module.
Fill in the boxes at the bottom of the page, from left to right, with the name of the source, any notes, and the branch from the dropdown list.... Maintenance - i-Clarity |
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| Setting Up Occupations You can create a list of occupations to record in a patient’s record. There will be a list of common occupations already in i-Clarity, but you can add more in the 'Occupations' tab in the maintenance module.
Add the occupation and any notes in the boxes at the bottom of the page.... Maintenance - i-Clarity |